Director of Financial Planning and Analysis

9amHealth

75d • $175,000

About The Position

9amHealth seeks an exceptional Director of Financial Planning and Analysis to serve as a strategic financial leader driving data driven decision making across our rapidly scaling organization. Reporting directly to the CFO, this role will be instrumental in building world class FP&A capabilities that support our mission to democratize access to cardiometabolic care while maintaining sustainable unit economics and profitable growth. This is a high impact leadership position requiring both strategic thinking and hands on execution. The successful candidate will partner closely with executive leadership, including the CEO and department heads, to provide financial insights that guide strategic initiatives, optimize resource allocation, and prepare the company for future funding rounds and potential exit opportunities.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field; CPA, CFA, or MBA from top tier program preferred
• 7+ years of progressive experience in financial planning and analysis, with at least 3 years in a leadership role
• Minimum 2 years of experience in high growth technology companies, preferably in healthcare technology, SaaS, or venture backed startups
• Background in investment banking, private equity, or management consulting
• Demonstrated experience supporting Series B+ funding rounds and working with venture capital investors
• Expert level proficiency in financial modeling, including three statement models and scenario planning
• Advanced Excel skills with experience in financial planning software (Mosaic, Anaplan, or similar platforms preferred)
• Experience with business intelligence tools (Tableau, Power BI, Looker) and data visualization
• Demonstrated experience and strong interest in leveraging AI applications, including predictive analytics, GenAI, and ML, for FP&A tasks
• Strong understanding of GAAP and financial reporting principles
• Knowledge of healthcare economics, value-based care models, and clinical outcomes measurement strongly preferred
• Familiarity with SaaS metrics, unit economics, and subscription business models

Nice To Haves

• Understanding of healthcare regulatory environment and compliance requirements preferred
• Knowledge of virtual care delivery models and telehealth business economics
• Familiarity with employer benefits and health plan operations advantageous

Responsibilities

• Lead the development and execution of comprehensive financial planning processes, including annual budgeting, quarterly forecasting, and long-range strategic planning (3-5 years)
• Build and maintain sophisticated three-statement financial models that accurately reflect 9amHealth's unique healthcare business model and revenue streams
• Develop scenario planning and sensitivity analyses to support strategic decision-making around market expansion, product development, and capital allocation
• Create and maintain key performance indicators (KPIs) and metrics dashboards specific to virtual healthcare, including unit economics development, clinical outcomes, clinical operations KPI’s and employer/health plan ROI
• Serve as the primary financial partner to business unit leaders across Sales, Marketing, Clinical Operations, and Product Development
• Provide analytical support for pricing strategy and customer contract negotiations
• Lead financial analysis for strategic initiatives, including market expansion, partnership opportunities, and potential M&A activities
• Support customer facing quarterly business review with guidance on financial insights and outcomes/ROI
• Prepare comprehensive board packages and investor updates that clearly communicate financial performance, key metrics, and strategic progress
• Support fundraising activities including due diligence preparation, financial data room management, and investor presentation development
• Lead quarterly business reviews with executive leadership and board members, providing insights on financial performance and strategic recommendations
• Develop deep expertise in healthcare economics, including an understanding of value-based care models and clinical outcome measurement
• Model and analyze unit economics across different customer segments (employers, health plans, direct-pay patients)
• Evaluate the financial impact of clinical programs and patient outcomes on overall business performance
• Support contract negotiations with health plans and PBMs by providing financial analysis and modeling
• Perspectively build and lead a high-performing FP&A team, including hiring and developing senior analysts and managers
• Establish best-in-class FP&A processes, systems, and reporting infrastructure to support rapid scaling
• Drive continuous improvement in financial planning tools, methodologies, and reporting accuracy
• Foster a culture of data-driven decision making across the organization

Benefits

• Comprehensive benefits package, including health, dental, and vision insurance
• Flexible PTO and work from home options
• Professional development budget and support for continuing education
• Opportunity to make a meaningful impact on chronic disease management and patient outcomes
• Collaborative, mission driven culture focused on improving healthcare accessibility and affordability

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree